Nandan J. Shah

With nearly two decades of experience in relationship and asset management, Nandan believes that behavioral biases and the complexity of financial decision-making are the primary drivers of poor investment outcomes. He has learned that successful financial results are less about choosing specific securities or timing the market and more about having a well-defined portfolio strategy and effective risk management. This approach is rooted in solid macroeconomic and socio-economic insights, combined with dynamic analytics that guide optimal investment implementation and ongoing oversight.

Nandan has worked with both multibillion-dollar institutional clients and individuals, helping them navigate the global investment landscape and economic environment. His expertise allows clients to develop strategic asset allocations and identify investments, including alternatives and illiquid vehicles, tailored to their unique financial goals.